A Comprehensive Approach to Wealth Management
Welcome! I'm Julie Rosenthal, a Wealth Manager & Attorney in Fort Worth, Texas. Since 1993, I have helped hundreds of clients who each face unique challenges as they accumulate, manage, use, and protect their wealth. I can help take the mystery out of preparing for today and tomorrow.
As you may know, the financial concerns you face change over time. As you mature, your needs and desires change to using your Retirement Savings to maintain your life-style, with a concentration on Asset Protection. Additionally, you may face critical decisions with Social Security, Estate Planning, Income Taxes, Etc. Our primary focus is on advising folks on these matters both Pre and Post-Retirement. We currently do not have a minimum investment amount for new clients.
As a multi-disciplinary credentialed Wealth Manager & Attorney, I have the training, knowledge, experience, and wisdom to assist you with all of the above matters. And as an accountant, attorney and financial advisor, I am able to review your situation from many perspectives. Finally, our personalized service focuses on your needs, wants, financial goals, and objectives, regardless of your stage in life.
While some clients have never met with a Wealth Manager, many clients come to us after becoming disappointed with their current financial advisory relationship. We welcome the opportunity to give you a confidential second opinion. And, we look forward to addressing your needs of today and for many years to come.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Julie Rosenthal Wealth Management and NPC are separate and unrelated companies.